Most Recent

Awards & Recognitions



History

Previous Awards & Recognitions



2015.Q4

Pensions & Investments

Top Performing Managers Q4 2015

  • Taxable PLUS and Taxable Ladder PLUS recognized for Top Performing Managers of Intermediate-Term Bond for the 1-year period of 12/31/2014 – 12/31/2015
  • Taxable PLUS recognized for Top Performing Managers of Domestic Intermediate Duration Fixed Income for the 1-year period of 12/31/2014 – 12/31/2015

Broadridge/Lipper

Best Money Managers Q4 2015

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

  • 4 Quarters (Ranked 3 out of 32)
  • 12 Quarters (Ranked 7 out of 30)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 2 out of 61)
  • 12 Quarters (Ranked 7 out of 53)
  • 20 Quarters (Ranked 14 out of 52)
  • 1 Quarter (Ranked 10 out of 63)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

  • 1 Quarter (Ranked 16 out of 166)
  • 4 Quarters (Ranked 4 out of 159)
  • 12 Quarters (Ranked 16 out of 139)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 5 out of 61)
  • 12 Quarters (Ranked 12 out of 53)
  • 20 Quarters (Ranked 18 out of 52)
  • 1 Quarter (Ranked 8 out of 63)

Taxable Ladder PLUS - U.S. Intermediate Duration Fixed Income

  • 1 Quarter (Ranked 15 out of 166)
  • 4 Quarters (Ranked 7 out of 159)

Informa Investment Solutions

PSN Top Guns Q4 2015

Muni PLUS  Top Guns of the Decade Municipals Universe

Muni PLUS  2 Stars  Intermediate Maturity Universe
Muni PLUS  5 Stars  Municipals Universe
Tax Ladder PLUS  2 Stars  Core Fixed Universe
Tax Ladder PLUS  4 Stars  Core Fixed Universe
Tax Ladder PLUS  5 Stars  Core Fixed Universe
Tax Ladder PLUS  6 Stars  Core Fixed Universe
Tax Ladder PLUS  4 Stars  Intermediate Maturity Universe
Tax Ladder PLUS  5 Stars  US Fixed Income Universe
Taxable PLUS  2 Stars  Core Plus Universe
Taxable PLUS  3 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Core Plus Universe
Taxable PLUS  5 Stars  Core Plus Universe
Taxable PLUS  6 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Intermediate Maturity Universe
Taxable PLUS  4 Stars  US Fixed Income Universe
Taxable PLUS  5 Stars  US Fixed Income Universe
Taxable PLUS  6 Stars  US Fixed Income Universe
Cash Management  1 Stars  Less than 1 Year Mat Universe

2015.Q3

Informa Investment Solutions

PSN Top Guns Q3 2015

Muni PLUS  4 Stars  Intermediate Maturity Universe
Muni PLUS  5 Stars  Municipals Universe
Ladder PLUS  5 Stars  Intermediate Maturity Universe
Tax Ladder PLUS  4 Stars  Core Fixed Universe
Tax Ladder PLUS  5 Stars  Core Fixed Universe
Tax Ladder PLUS  5 Stars  US Fixed Income Universe
Taxable PLUS  1 Stars  Core Plus Universe
Taxable PLUS  2 Stars  Core Plus Universe
Taxable PLUS  3 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Core Plus Universe
Taxable PLUS  5 Stars  Core Plus Universe
Taxable PLUS  6 Stars  Core Plus Universe
Taxable PLUS  1 Stars  Intermediate Maturity Universe
Taxable PLUS  2 Stars  Intermediate Maturity Universe
Taxable PLUS  4 Stars  Intermediate Maturity Universe
Taxable PLUS  4 Stars  US Fixed Income Universe
Taxable PLUS  5 Stars  US Fixed Income Universe
Taxable PLUS  6 Stars  US Fixed Income Universe

Broadridge/Lipper

Best Money Managers Q3 2015

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

  • 12 Quarters (Ranked 6 out of 31)
  • 20 Quarters (Ranked 8 out of 27)
  • 4 Quarters (Ranked 5 out of 35)
  • 1 Quarter (Ranked 7 out of 38)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

  • 1 Quarter (Ranked 2 out of 193)
  • 4 Quarters (Ranked 4 out of 177)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 12 Quarters (Ranked 9 out of 55)
  • 20 Quarters (Ranked 17 out of 51)
  • 4 Quarters (Ranked 3 out of 59)
  • 1 Quarter (Ranked 4 out of 66)

Taxable Ladder PLUS - U.S. Intermediate Duration Fixed Income

  • 1 Quarter (Ranked 11 out of 193)
  • 4 Quarters (Ranked 13 out of 177)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 12 Quarters (Ranked 15 out of 55)
  • 4 Quarters (Ranked 5 out of 59)
  • 1 Quarter (Ranked 7 out of 66)

Pensions & Investments

Top Performing Managers Q3 2015

Taxable PLUS recognized for Top Performing Managers of Domestic Intermediate Duration Fixed Income for the 1-year period of 9/30/2014 – 9/30/2015

2015.Q2

Broadridge/Lipper

Best Money Managers Q2 2015

Muni PLUS - U.S. Municipals (Duration 3+ yrs)

  • 12 Quarters (Ranked 6 out of 28)
  • 4 Quarters (Ranked 6 out of 33)
  • 20 Quarters (Ranked 8 out of 26)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 5 out of 60)
  • 1 Quarter (Ranked 19 out of 64)
  • 12 Quarters (Ranked 19 out of 55)

Taxable PLUS - U.S. Intermediate Duration Fixed Income

  • 4 Quarters (Ranked 8 out of 170)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 1 Quarter (Ranked 15 out of 64)
  • 4 Quarters (Ranked 6 out of 60)

Informa Investment Solutions

PSN Top Guns Q2 2015

Muni PLUS  4 Stars  Intermediate Maturity Universe
Tax Ladder PLUS  5 Stars  Core Fixed Universe
Taxable PLUS  2 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Core Plus Universe
Taxable PLUS  5 Stars  Core Plus Universe
Taxable PLUS  6 Stars  Core Plus Universe
Taxable PLUS  4 Stars  Intermediate Maturity Universe
Taxable PLUS  5 Stars  Intermediate Maturity Universe
Taxable PLUS  6 Stars  Intermediate Maturity Universe
Taxable PLUS  5 Stars  US Fixed Income Universe
Taxable PLUS  6 Stars  US Fixed Income Universe
Cash Management  1 Stars  Municipals Universe

2015.Q1

Informa Investment Solutions

PSN Top Guns Q1 2015

Muni PLUS  5 Stars  Intermediate Maturity Universe

Muni PLUS  1 Stars  Municipals Universe

Taxable PLUS  4 Stars  Intermediate Maturity Universe

Taxable PLUS  5 Stars  Intermediate Maturity Universe

Taxable PLUS  6 Stars  Intermediate Maturity Universe


Lipper Criteria, PSN Criteria